Services
Professional care for your financial concerns
“Telos” is a concept from Greek philosophy. It refers to something’s ultimate purpose. Broadly, we want all people to find and move towards their ultimate purpose. At Telos Financial Services, we do that by managing your financial situation so that money is placed into its proper role–its telos.
For many people, finances are a source of significant stress. For others, wealth becomes a goal in itself. We want to help you find its proper place in your life. With professional planning and management, your money becomes a facilitator for the things in your life that are truly important.
Tax Consulting
Understanding your tax situation is the first step towards improving it. We will go over the issues that are impacting your financial life and discuss how to pursue what is important to you.
Tax Preparation
The goal of professional tax preparation is a correct tax return in which you can be confident. We will work with you to prepare and file your return, address past tax issues, and develop good tax habits.
Retirement Income
The way you withdraw money out of your retirement accounts can impact your taxes significantly, saving or costing you tens of thousands of dollars. We can help you model that out.
Tax Planning
You should know, before the end of the year, how much you are going to owe in taxes and whether there is anything you can do about it. We will estimate that for you.
Getting Started
In order to help us understand whether we can be of service to you, we will do an initial review of your taxes and financial situation. If our services can benefit you, we will explain how and to what extent we could work with you.
Telos Financial Services 